IWM

IHT Wealth Management Portfolio holdings

AUM $3.64B
1-Year Est. Return 15.77%
This Quarter Est. Return
1 Year Est. Return
+15.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,247
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$4.08M
3
+$3.59M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.29M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.27M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.05%
2 Healthcare 7.21%
3 Industrials 7.06%
4 Financials 6.93%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$330K 0.25%
+9,546
102
$327K 0.25%
+5,499
103
$326K 0.25%
+11,974
104
$323K 0.24%
+14,947
105
$322K 0.24%
+11,635
106
$318K 0.24%
+8,264
107
$316K 0.24%
+6,258
108
$307K 0.23%
+2,681
109
$302K 0.23%
+1,721
110
$301K 0.23%
+10,152
111
$294K 0.22%
+6,746
112
$293K 0.22%
+4,663
113
$290K 0.22%
+2,020
114
$285K 0.22%
+4,708
115
$285K 0.22%
+5,734
116
$284K 0.21%
+2,333
117
$275K 0.21%
+1,753
118
$274K 0.21%
+2,757
119
$273K 0.21%
+1,710
120
$272K 0.21%
+20,534
121
$268K 0.2%
+3,123
122
$267K 0.2%
+3,833
123
$267K 0.2%
+10,272
124
$264K 0.2%
+2,368
125
$262K 0.2%
+2,949
3 4
5
6 7